时隔两月,腾讯于北京时间5月14日港股盘后发布了2025年一季度业绩。受益游戏、广告,以及触底回暖的支付环境,业绩超预期的亮眼。不过Q1炸裂的业绩,游戏贡献不小。但从Q2开始,DNF手游的高基数影响也会开始施加压力,这意味着从大趋势上看,整体利润增速会放缓到一个新区间。因此,AI能否给腾讯再次点火起飞的源动力,也是市场上多头资金最期待的看点。上个月,海豚君从腾讯的资金配置出发,初步讨论了一下腾讯...
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